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Extended Financial Planning and Analysis (xFP&A)

Accelerate Intelligent Decisions Beyond the Finance Department
Planning - Reporting - Consolidation - Analysis

For organizations looking to drive growth and gain complete insight into their business, Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that consolidates information from Acumatica and other data sources to provide a single source of truth.

Efficient Deployment with QuickStart Technology
Patented QuickStart integration enables immediate access to a collection of ready-to-use reports and budget models, allowing finance and operational users across your organization to get up and running in days, not months. Leverage familiar Excel-based functionality to create any report and planning model without a steep learning curve.

Flexible, Accurate, and Intelligent Planning
Solver's all-inclusive suite transforms organizational data into a strategic advantage. Manage budgets, automate forecasts, and generate detailed reports—all in one efficient platform. Create dynamic "what-if" scenarios and run simulations to quickly respond to market shifts with accurate, data-driven strategies. Intelligent AI-powered insights through Solver Copilot help surface anomalies, identify trends, and deliver actionable recommendations. Visualize complex data through easy-to-share dashboards and graphs, making insights accessible across your entire organization.

Trust Your Data to Drive Better Decisions
Solver provides organizations with a secure, reliable, and trusted data source to efficiently accelerate intelligent and accurate decisions.

Latest certified versions
2025 R1, 2024 R2, 2024 R1, 2023 R2
  • Connected with Acumatica
Industry served
Cross Industries
Benefits for Your Business

Key features

  • Unified Planning, Reporting, Consolidation & Analysis in one platform
  • Data Warehouse consolidates unlimited data sources into a single source of truth
  • Rapid deployment with QuickStart integration and ready-to-use Acumatica templates
  • Familiar Excel-based report and Budget Designer with powerful functionality
  • AI-accelerated insights with Solver Copilot for intelligent recommendations and trend analysis
  • Flexible integration options: direct (live) or data warehouse-based
  • Multi-entity consolidation with currency conversion and eliminations
  • Multi-channel access through Excel, web portal, mobile, and email
  • Advanced drill-down capabilities from summaries to transaction details
  • Enterprise-grade Security with role-based controls and compliance features
  • Flexible organizational structures for easy company or account roll-ups
  • Intelligent allocations across departments, projects, or entities
  • Reduce ERP migration time and preserve legacy financial data with Migration Mapper

About Solver

Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions. Patented QuickStart integration technology enables immediate access to a collection of tailorable industry templates, allowing finance and management users to optimize their planning, reporting, consolidation, and analysis processes. Headquartered in the United States, Solver delivers local and industry expertise through more than a dozen offices and hundreds of partners worldwide.

Resources

QuickStart and Template Marketplace
Acumatica Data Sheet
Whitepaper A Guide to Choosing the Best xFP&A Solution
Case Study: Seacom
Whitepaper: AI Advancement in xFP&A

Screenshots

Customer Reviews

Vance, Donna
Agrace HospiceCare
Solver is amazing!
August 14th, 2025

Solver is an incredible solution for financial reporting and budgeting. It's seamless ability to generate reports and utilize templates to input data make it a fantastic product for your financial reporting and budgeting needs.

Vance, Donna
Agrace HospiceCare
Solver's functionality is a dream come true
August 15th, 2024

Pros: Solver builds on Excel's base to create an intuitive platform to create reports and build the ability to write back data to your warehouse. For those with an intermediate Excel skill set can easily pick up on how to use Solver's products.
The overnight data loads from Acumatica to Solver are a seamless, automatic process. The Solver cloud is also pretty quick (given that you build your reports in an efficient manner).

Cons: There was some functionality in the version prior to moving to Solver's cloud that was lost. This doesn't have a negative impact on new customers, but long-term customers like myself have struggled.

Jirschele, Steve
Coast Technology Services, LLC
Solver Solves Complicated Reporting and Budgeting
January 29th, 2024

Solver integrates with Acumatica allowing end users to focus on results and not worry if the data is correct.

In the Solver data warehouse, your data can be easily consolidated for Management and Finance. The Solver CPM links Power BI reporting data directly from the data warehouse and via an API. From a data perspective we have been able to keep our data from multiple systems linked without causing convoluted links.

Solver is also able to scale with your business. Having done nearly 200 Solver implementations, our team relies on the integrity of the Solver product and group to solve complex challenges for our clients.

Bail, Shari
A.W. Holdings, LLC., DBA Benchmark Human Services
Great Customer Service
February 3rd, 2023

We have been using Solver for a few months and are very happy with the reporting tool. We especially like the Ad Hoc Reporting option that will allow our team to easily slice and dice data as needed. The Solver team was extremely helpful throughout the onboarding process and the Solver Academy has been a great resource for ongoing learning.

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